refactor: complete v2 refactoring plan (Phases 1-5)

Phase 1 — Quick Wins: centralize formatMoney/formatCents, extract
findUniqueOrThrow helper (19 routers), shared Prisma select constants,
useInvalidatePlanningViews hook, status badge consolidation, composite
DB indexes.

Phase 2 — Timeline Split: extract TimelineContext, TimelineResourcePanel,
TimelineProjectPanel; split 28-dep useMemo into 3 focused memos.
TimelineView.tsx reduced from 1,903 to 538 lines.

Phase 3 — Query Performance: server-side filtering for getEntriesView,
remove availability from timeline resource select, SSE event debouncing
(50ms batch window).

Phase 4 — Estimate Workspace: extract 7 tab components and 3 editor
components. EstimateWorkspaceClient 1,298→306 lines,
EstimateWorkspaceDraftEditor 1,205→581 lines.

Phase 5 — Package Cleanup: split commit-dispo-import-batch (1,112→573
lines), extract shared pagination helper with 11 tests.

All tests pass: 209 API, 254 engine, 67 application.

Co-Authored-By: claude-flow <ruv@ruv.net>
This commit is contained in:
2026-03-14 23:03:42 +01:00
parent 4dabb9d4ce
commit ad0855902b
65 changed files with 7108 additions and 4740 deletions
+120 -37
View File
@@ -22,6 +22,7 @@ import {
import {
ApproveEstimateVersionSchema,
CloneEstimateSchema,
CommercialTermsSchema,
CreateEstimateExportSchema,
CreateEstimatePlanningHandoffSchema,
CreateEstimateSchema,
@@ -30,10 +31,12 @@ import {
GenerateWeeklyPhasingSchema,
PermissionKey,
SubmitEstimateVersionSchema,
UpdateCommercialTermsSchema,
UpdateEstimateDraftSchema,
} from "@planarchy/shared";
import { TRPCError } from "@trpc/server";
import { z } from "zod";
import { findUniqueOrThrow } from "../db/helpers.js";
import {
controllerProcedure,
createTRPCRouter,
@@ -151,15 +154,14 @@ export const estimateRouter = createTRPCRouter({
getById: controllerProcedure
.input(z.object({ id: z.string() }))
.query(async ({ ctx, input }) => {
const estimate = await getEstimateById(
ctx.db as unknown as Parameters<typeof getEstimateById>[0],
input.id,
const estimate = await findUniqueOrThrow(
getEstimateById(
ctx.db as unknown as Parameters<typeof getEstimateById>[0],
input.id,
),
"Estimate",
);
if (!estimate) {
throw new TRPCError({ code: "NOT_FOUND", message: "Estimate not found" });
}
return estimate;
}),
@@ -169,14 +171,13 @@ export const estimateRouter = createTRPCRouter({
requirePermission(ctx, PermissionKey.MANAGE_PROJECTS);
if (input.projectId) {
const project = await ctx.db.project.findUnique({
where: { id: input.projectId },
select: { id: true },
});
if (!project) {
throw new TRPCError({ code: "NOT_FOUND", message: "Project not found" });
}
await findUniqueOrThrow(
ctx.db.project.findUnique({
where: { id: input.projectId },
select: { id: true },
}),
"Project",
);
}
const estimate = await createEstimate(
@@ -253,14 +254,13 @@ export const estimateRouter = createTRPCRouter({
requirePermission(ctx, PermissionKey.MANAGE_PROJECTS);
if (input.projectId) {
const project = await ctx.db.project.findUnique({
where: { id: input.projectId },
select: { id: true },
});
if (!project) {
throw new TRPCError({ code: "NOT_FOUND", message: "Project not found" });
}
await findUniqueOrThrow(
ctx.db.project.findUnique({
where: { id: input.projectId },
select: { id: true },
}),
"Project",
);
}
let estimate;
@@ -592,15 +592,14 @@ export const estimateRouter = createTRPCRouter({
.mutation(async ({ ctx, input }) => {
requirePermission(ctx, PermissionKey.MANAGE_PROJECTS);
const estimate = await getEstimateById(
ctx.db as unknown as Parameters<typeof getEstimateById>[0],
input.estimateId,
const estimate = await findUniqueOrThrow(
getEstimateById(
ctx.db as unknown as Parameters<typeof getEstimateById>[0],
input.estimateId,
),
"Estimate",
);
if (!estimate) {
throw new TRPCError({ code: "NOT_FOUND", message: "Estimate not found" });
}
const workingVersion = estimate.versions.find(
(v) => v.status === "WORKING",
);
@@ -668,15 +667,14 @@ export const estimateRouter = createTRPCRouter({
getWeeklyPhasing: controllerProcedure
.input(z.object({ estimateId: z.string() }))
.query(async ({ ctx, input }) => {
const estimate = await getEstimateById(
ctx.db as unknown as Parameters<typeof getEstimateById>[0],
input.estimateId,
const estimate = await findUniqueOrThrow(
getEstimateById(
ctx.db as unknown as Parameters<typeof getEstimateById>[0],
input.estimateId,
),
"Estimate",
);
if (!estimate) {
throw new TRPCError({ code: "NOT_FOUND", message: "Estimate not found" });
}
// Get the latest version (first in the sorted array)
const version = estimate.versions[0];
@@ -754,4 +752,89 @@ export const estimateRouter = createTRPCRouter({
chapterAggregation,
};
}),
// ─── Commercial Terms ───────────────────────────────────────────────────
getCommercialTerms: controllerProcedure
.input(z.object({ estimateId: z.string(), versionId: z.string().optional() }))
.query(async ({ ctx, input }) => {
const estimate = await ctx.db.estimate.findUnique({
where: { id: input.estimateId },
include: {
versions: {
...(input.versionId
? { where: { id: input.versionId } }
: { orderBy: { versionNumber: "desc" as const }, take: 1 }),
select: { id: true, commercialTerms: true },
},
},
});
if (!estimate || estimate.versions.length === 0) {
throw new TRPCError({ code: "NOT_FOUND", message: "Estimate version not found" });
}
const version = estimate.versions[0]!;
const raw = version.commercialTerms;
// Parse stored JSON through Zod for type safety, fall back to defaults
const terms = raw
? CommercialTermsSchema.parse(raw)
: CommercialTermsSchema.parse({});
return { versionId: version.id, terms };
}),
updateCommercialTerms: managerProcedure
.input(UpdateCommercialTermsSchema)
.mutation(async ({ ctx, input }) => {
requirePermission(ctx, PermissionKey.MANAGE_PROJECTS);
const estimate = await ctx.db.estimate.findUnique({
where: { id: input.estimateId },
include: {
versions: {
...(input.versionId
? { where: { id: input.versionId } }
: { where: { status: "WORKING" }, take: 1 }),
select: { id: true, status: true },
},
},
});
if (!estimate || estimate.versions.length === 0) {
throw new TRPCError({ code: "NOT_FOUND", message: "Estimate version not found" });
}
const version = estimate.versions[0]!;
if (version.status !== "WORKING") {
throw new TRPCError({
code: "PRECONDITION_FAILED",
message: "Commercial terms can only be edited on working versions",
});
}
const validated = CommercialTermsSchema.parse(input.terms);
await ctx.db.estimateVersion.update({
where: { id: version.id },
data: { commercialTerms: validated as unknown as Prisma.InputJsonValue },
});
await ctx.db.auditLog.create({
data: {
entityType: "Estimate",
entityId: estimate.id,
action: "UPDATE",
...(ctx.dbUser?.id ? { userId: ctx.dbUser.id } : {}),
changes: {
field: "commercialTerms",
after: validated,
} as Prisma.InputJsonValue,
},
});
return { versionId: version.id, terms: validated };
}),
});